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Customer Relationship Representative - Banking, Finance, or Lending Experience - Spanish Speaking

Job

Z&A Recruiting

San Antonio, TX (In Person)

$63,000 Salary, Full-Time

Posted 1 week ago (Updated 6 days ago) • Actively hiring

Expires 7/14/2026

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Job Description

Customer Relationship Representative
  • Banking, Finance, or Lending Experience
  • Spanish Speaking Z&A Recruiting San Antonio, TX Job Details Full-time $60,000
  • $66,000 a year 21 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Tuition reimbursement Paid time off Parental leave Employee assistance program Vision insurance 401(k) matching Employee discount Life insurance Referral program Retirement plan Qualifications Bachelor's degree Full Job Description Customer Relationship Representative
  • Financing / Lending (No Sales or Quotas for this position)
MUST RESIDE IN SAN ANTONIO CURRENTLY AND HAVE EXPERIENCE IN BANKING OR LENDING
Large, National San Antonio based Company is adding to their team. Company is very people centric with pride in the development of the team as well as in internal promotions. Company believes strongly in providing challenge and opportunity while really maintaining work life balance. Company has a single digit turnover rate
  • they foster a place where people enjoy going to work! If you are outgoing, love building relationships, doing what is best for your customers and helping build the business this is the position for you! This is a great role for a person who is dynamic, collaborative, a relationship builder and who is detail oriented! This role plays a critical role and is the point person
  • working closely with the sales team and the customer to provide finance solutions with established lenders.
Responsibilities include:
  • Strong relationship building and helping customers understand the benefits of financing.
  • Coordination of finance opportunities to enhance the level of new sales conversions.
  • Providing payoffs for conversion contracts, providing quotes on finance options and handling communication between customers, sales and lenders.
  • Meeting with sales organizations and customers regularly to help existing and new markets.
  • Providing quotes on finance options and handling communication between customers, sales team, and lenders.
  • Review of all sales contracts for accuracy and coordination of financial lending opportunities.
  • Coordination of financing for committed sales opportunities.
  • Submission of financial packages and closing of finance packages.
  • Track and coordinate deal package from submittal to completion, including funding from lender.
Qualifications:
  • Bachelor Degree required; Finance concentration preferred.
  • At least 2 or more years of experience in finance and banking experience.
  • Self-motivated and highly organized.
  • Strong interpersonal and relationship building skills.
  • Strong finance acumen preferred.
  • Desire to work in a fast-paced environment with ability to prioritize work effectively, be results oriented and work successfully with minimal supervision.
#IND2
Pay:
$60,000.00
  • $66,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Referral program Retirement plan Tuition reimbursement Vision insurance
Work Location:
In person